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This template gives you a clear and manageable roadmap for strategic planning for a new business or initiative. And you don't have to do it all yourself, either — after you launch this template in your workspace, you can assign tasks to members of your team, contractors, or virtual assistants.

Strategic Planning

This template gives you a clear and manageable roadmap for strategic planning for a new business or initiative. And you don't have to do it all yourself, either — after you launch this template in your workspace, you can assign tasks to members of your team, contractors, or virtual assistants.

Strategic Planning

Problem

  • What problem is being solved?
  • Is this the best approach?
  • SWOT

Product

  • Product description
  • Market analysis
  • Projections and objectives
  • Competitive analysis
  • Threats

Landscape

  • Overview
  • Price sensitivity
  • Trends and growth

Marketing

  • Customer profile
  • Strategy
  • Advertising and promotion
  • Sales and distribution
  • Pricing
  • Market influences
  • Competition

Financials

  • Break even analysis
  • Cash flow forecast
  • Balance sheet
  • Profit & Loss (P&L)
  • Projections
  • Current position
  • Plans to raise capital

Execution

  • Past and present performance
  • Business relationships
  • Advisors - strategic, financial & legal
  • Staffing strategy
  • Primary activities and locations